Funds Selection

2 mesi fa


Milano, Italia Hypovereinsbank - Unicredit A tempo pieno

Global Investment Products - Funds Portfolio Management Unicredit Funds Portfolio Management unit is part of Global Investment Products division of Group Client Solutions.
The team is responsible for the selection and monitoring of funds included in the European Fund Catalogue for distribution across all the countries (Italy, Germany, Austria, CEEE countries) and for internal fund buyers and for the development/design of new products (e.g.
onemarkets funds).
The team is global and is composed of 6 fund selectors based in Milan Munich with experience in open ended fund and private markets funds.
What you'll be doing –Perform due diligence (financial, operational ESG due diligence) for funds as a lead analyst for a specific asset class (e.g.
Europe/US equity or Flexible Bonds) –Monitor monthly and quarterly performance and review of funds included in the catalogue –Support fund selection team in dedicated performance analysis and/or look through and performance attribution analysis –Perform ESG controls other compliance checks for funds in order to monitor the coherence with Group Exclusionary Criteria or other requirements –Build dedicated report for funds and maintenance of quantitative databases –Support fund selection team in relationship with countries, network or internal fund buyer to collect their needs for new funds in the catalogue Perform benchmarking analysis for funds vs main competitors and proactively suggest new product ideas Analyze trends of the asset management industry regarding pricing costs applied to investment products What you'll need to succeed –Knowledge/experience in asset management or fund selection (at least 7-10 years), with a main focus on funds and fund selection Broad investment knowledge across asset classes (equity, fixed income, multi-asset and alternatives) Capability to monitor the existing product to ensure it remains competitive (in terms of performances, fees and positioning) Expertise in fund benchmarking and knowledge of products of the main players in asset management –Experience with Morningstar Direct software and Bloomberg Expertise in fund analysis and knowledge of investment strategies and investment process –Analytic approach and quantitative skills with deep understanding of clients' and network needs –Open mind and innovative thinking to propose new ideas for the catalogue Strong communication skills with the ability to build relationships across business, countries, internal/external counterparties –Proactivity What you'll get in return Supporting concretely business activities, development projects and best product offer to clients About UniCredit Group Die UniCredit ist eine paneuropäische Geschäftsbank mit einem einzigartigen Produkt- und Service-Angebot in Italien, Deutschland sowie Zentral- und Osteuropa.
Unser Ziel ist, die Gesellschaft dabei zu unterstützen sich weiterzuentwickeln, indem wir allen Beteiligten das Beste bieten und so ein besseres Morgen für unsere Kund:innen und unsere Mitarbeiter:innen in ganz Europa schaffen.
Wir betreuen mehr als 15 Millionen Kund:innen weltweit.
Sie sind das Herzstück unserer Arbeit in unseren Märkten.
Die Digitalisierung und unser Bekenntnis zu den ESG-Grundsätzen sind wesentliche Voraussetzungen für unsere Dienstleistungen.
Sie unterstützen uns dabei, unsere Stakeholder hervorragend zu begleiten und eine nachhaltige Zukunft für unsere Kund:innen, die Gesellschaft und unsere Mitarbeiter:innen zu gestalten.
Als Arbeitgeber bieten wir Chancengleichheit.
Gemeinsam gestalten wir ein Arbeitsumfeld, das vielfältiges Denken und inklusives Handeln begrüßt.
Indem wir allen Stimmen Gehör verschaffen und auf "Gedankenvielfalt" unabhängig von Geschlecht, Alter, ethnischer Herkunft, sexueller Orientierung, körperlicher und geistiger Fähigkeiten oder kulturellem Hintergrund setzen, sorgen wir für nachhaltiges Wachstum und neue Geschäftsmöglichkeiten, einen starken Antrieb für Innovation und Kreativität sowie für eine allgemeine Verbesserung des Arbeitsklimas mit positiven Auswirkungen auf Produktivität, Wohlbefinden und Engagement unserer Mitarbeiter:innen.
Allgemeine Informationen Job Id 11287 Unternehmen UniCredit S.p.A Competence Line Client Solutions Funktionsbereich Investment Products Strategies Standort MILANO Land Italien Kontakt Raffaella Brescianini Jobniveau Professional Arbeitszeitmodell Vollzeit #J-18808-Ljbffr


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